Choose the right tier for six or seven client accounts

A cheaper entry tier looks tempting when you are pricing outreach for six or seven clients. The tier above it is where the work you actually sell starts to fit. Read each listed option as a different scope of use rather than a discount ladder, then map the scope onto the number of client accounts you keep running at once.

When you scan the published tiers, separate what each one lets you produce from what it costs. You are buying the ability to draft plans and document checklists per client, not unlimited legal cover. Note where a tier is capped by usage and where it expects you to bring your own key, then judge which of those shapes matches how your team already works.

Agency buyers should also read the tier labels against their own workflow. If one person drafts and another reviews, check whether that split fits inside a single tier. Write down the client accounts you handle, the volume of drafts each needs, and let that list decide which option you open, rather than the position of the tier in the row.

For a team serving several client accounts, the Professional lifetime option is the one that matches the job. You need action plans and document drafts that stay attached to the right client, deadline and evidence checklists that someone can follow, and escalation routes mapped out before a matter drifts. A tier shaped around solo use will not carry that separation.

Bring-your-own-key is worth a look if your agency already holds an account with a model provider and wants drafting routed through it. That option suits teams who are comfortable managing their own keys and who prefer usage to sit on their existing arrangement. It is a different shape of purchase, not simply a cheaper version of the same thing.

Personal lifetime has a place for a single operator testing the workflow on one client before committing. If you are running outreach across six or seven accounts, treat it as a trial shape rather than the long-term home. The practical test is whether drafts, checklists and escalation notes can stay distinct per client as the week gets busy.

Your biggest worry is a shared inbox that blends one client's matter into another's. Before you buy, decide how you will keep plans and drafts labelled by client from the first day. The tool produces material; the discipline of routing it to the right account stays with your team, and that is where mistakes creep in when deadlines stack up.

Set a review step in writing. Someone at the agency should read each draft and checklist before it reaches a client or an outside party, and that person should know which matters get escalated rather than drafted. Decide now who signs off on anything with a deadline attached, so a generated note never leaves the agency as if it were final advice.

Keep a short record of where each lead and each document came from. That habit supports the attribution your clients expect and it makes a mixed-up account easy to spot early. When a client asks how a particular action plan was reached, you should be able to point to the draft, the reviewer and the date without reconstructing the week from memory.

Compare Personal lifetime against Professional lifetime by asking what each allows across several client accounts, not by comparing headline labels. One suits a single operator; the other is built for the volume and separation an agency needs. If your week involves more than one client's deadlines, the lower option will feel tight quickly, and that is the signal to move up.

Then compare Professional lifetime against the bring-your-own-key option. The difference is not simply price but who holds the model account and where usage sits. If your agency already manages provider keys and prefers drafting to run through them, the BYO key route is the cleaner fit. If you would rather not manage keys, the Professional tier keeps that admin off your desk.

Whichever you pick, write the decision down alongside your client list. Note which tier you chose, why it matches your accounts, and what would make you revisit it, such as adding clients or a change in how drafts are reviewed. That note saves you re-reading the price page when the team grows or a client asks how the work is produced.